(770) 344-0172
(770) 344-0172
Feb 01, 2024
The Q4 Macro presentation provides a review of 2023 while forecasting out what we expect in the year ahead. Topics covered include interest rates, the state of the consumer, the state of the economy, and the state of the market, along with some helpful financial planning tools and tips. This presentation is data heavy, so please reach out to us directly if you would like additional commentary on the information provided.
Click the link provided to access the PDF of this presentation: Q423 NCM Macro
Chief Investment Officer, Portfolio Manager
Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.